Meet Samantha: Your Firm's AI Case Coordinator (Plus Get Your First Month Free)

Every personal injury attorney knows the frustration: clients miss critical medical appointments, forget to follow treatment plans, or simply disappear for weeks at a time. These gaps don’t just frustrate your staff – they destroy case value. Insurance adjusters use treatment gaps and missed appointments as their primary weapon to slash settlement offers by 20-40% or more.

Your staff is doing their best to keep clients on track, but they’re stretched impossibly thin. Between intake, medical record requests, provider coordination, and attorney demands, your paralegals are stretched impossibly thin. There simply aren’t enough hours in the day for consistent client follow-up.

That’s why we built Samantha.

What Is Samantha?

Samantha is an AI case coordinator built specifically for personal injury and workers’ compensation law firms. She becomes the first point of contact for your clients after they sign – guiding them through every step of their case, ensuring nothing falls through the cracks, and keeping your team informed of anything that needs attention.

Unlike generic appointment reminder systems or basic chatbots, Samantha actually understands your clients’ cases. She remembers every conversation, adapts to each client’s unique situation, and works intelligently to keep them moving forward.

How Samantha Works

Step 1: Client Signs with Your Firm

After a new client signs their retainer, your staff sends them a quick onboarding form (via text or QR code). The form takes less than 2 minutes to complete and gives Samantha the basic information she needs to start coordinating their case.

Step 2: Samantha Makes Her Introduction

Within minutes of the client completing the form, Samantha calls to introduce herself. She explains that she’s their primary point of contact for case updates, appointment coordination, and any questions they have along the way. This first call sets expectations and ensures clients know exactly how to reach her.

Step 3: Ongoing Intelligent Coordination

From there, Samantha works dynamically with each client based on what’s actually happening in their case:

Before appointments: She calls to confirm clients are ready, addresses any scheduling conflicts, and ensures they know what to bring
After appointments: She follows up to see how it went, documents what happened, and helps identify the next step
Home therapy tracking: If clients are supposed to do physical therapy at home, she checks in at whatever frequency makes sense for their treatment plan. When clients stop going to physical therapy, Samantha identifies it early so your team can intervene.
Proactive check-ins: She stays in regular contact so clients never feel forgotten or uncertain about what’s happening with their case
Client-initiated calls: Clients can call Samantha anytime they have updates, questions, or concerns

Every conversation is logged. Every interaction is documented. Your team always knows exactly what’s happening with each client.

What Makes Samantha Different

She Actually Understands Context

Samantha doesn’t just follow a script. She remembers previous conversations, understands what the client’s next step should be, and adapts her approach based on each client’s situation. If a client mentions they’re struggling with transportation, she flags it. If they sound depressed or overwhelmed, she alerts your team that a human check-in might help.

Your Office Stays in Control

Need Samantha to get specific information from a client? Just add it to the “Office Needs” field in her backend system. You can have her ask about it during the next scheduled call, or trigger an immediate call if it’s urgent. She’ll work on getting that information, then update the field herself so there’s no redundancy.

She Flags What Matters

Samantha knows when something needs human attention. Whether it’s a client who’s going silent, new evidence that surfaced, a worsening medical condition, or simply a request to speak with the attorney – she creates tasks, sends alerts, and makes sure nothing slips through the cracks.

Bilingual Capability

Samantha speaks both English and Spanish fluently, allowing her to serve your entire client base with the same level of care and consistency.

The Results Firms Are Seeing

Law firms using Samantha report:

Dramatic reduction in missed medical appointments – clients stay consistent with treatment because they have regular, supportive check-ins
Earlier identification of problems – issues get flagged before they become case-damaging crises
Massive staff time savings – paralegals and case managers spend less time chasing clients and more time on high-value work
Cleaner case documentation – every client interaction is logged with time-stamped notes
Better settlement outcomes – fewer treatment gaps means insurance adjusters have less ammunition to reduce offers

Most importantly: clients feel supported throughout their case instead of confused and abandoned.

Managing client non-compliance used to be one of the biggest drains on staff time. Learn how other firms handle client non-compliance versus how Samantha automates it.

Limited-Time Offer: Get Your Second Month Free

We’re so confident Samantha will transform how your firm manages client coordination that we’re offering new clients one month of service completely free.

Here’s how it works:

You pay your setup fee and first month of service upfront. We configure Samantha for your firm, customize her approach to match your workflow, and import your active cases. She starts coordinating with clients within 7-14 days.

Then your second month is completely free – no bill, no charges.

This gives you a full 60 days to see measurable results before your next payment is due.

Who This Offer Is For

This promotion is available for firms signing up for our 25-case or 50-case plans – perfect for:

Solo practitioners and small PI or workers’ comp firms
Growing practices handling 20-60 active injury cases
Firms where staff is drowning in client follow-up calls
Attorneys tired of watching case values erode due to preventable treatment gaps

This offer is limited to our 25-case and 50-case plans only.

What’s Included

Full System Setup:

Custom configuration of Samantha’s approach for your firm
Integration with your current workflow
Staff training on using Samantha’s backend system
Client onboarding form customization

Ongoing Case Coordination:

Unlimited client calls based on case needs
Intelligent appointment confirmation and follow-up
Proactive issue identification and flagging
Complete conversation logging and documentation
Office-directed tasks and information gathering

No Long-Term Contracts:

Monthly billing after your free month
Cancel anytime with 30 days notice
Scale up or down as your caseload changes

Why Law Firms Choose Samantha

“Our paralegal used to spend 2-3 hours every day just calling clients about appointments. Now Samantha handles all of that, and our paralegal actually has time to work on case strategy.”

“The biggest difference is that nothing gets forgotten anymore. Samantha remembers to follow up on everything. Our clients are staying in treatment and our settlements are better because of it.”

The Real Cost of Treatment Gaps

Before you decide whether Samantha is right for your firm, consider why personal injury clients miss medical appointments and what those gaps are costing you right now:

Average PI settlement with consistent treatment: $45,000-75,000
Same case with 30+ day treatment gap: $27,000-45,000
Lost value per case: $18,000-30,000

If Samantha prevents even one significant treatment gap on one case, she pays for herself many times over.

Your staff is doing their best, but they’re human. They get busy. They forget. They prioritize urgent fires over routine follow-ups.

Samantha never forgets. She handles 100% of client coordination, 100% of the time.

How to Get Started

Step 1: Schedule a 15-minute demo to see Samantha in action and discuss your firm’s specific needs

Step 2: Choose your plan (25 cases or 50 cases) and complete setup payment

Step 3: We configure Samantha and train your staff (typically 7-14 days)

Step 4: Samantha starts coordinating with your clients immediately

Step 5: Your second month is free – see real results before your next bill

This offer is available for a limited time to new FileDrive customers only.

Common Questions

Q: Will my clients be comfortable talking to AI?
A: In our testing, clients respond extremely well to Samantha. She’s friendly, patient, and never judgmental. Many clients actually prefer talking to her because there’s no social judgement, no pressure, and fear of “bothering” the office with questions.

Q: What if a client needs to speak with a human?
A: Samantha knows when to escalate. If a client asks to speak with an attorney or staff member, she flags it immediately. She can also be configured to forward the current call to the office. Your team stays in complete control.

Q: How long does setup take?
A: Most firms complete onboarding in 7-14 days. We’ll schedule an onboarding meeting to ensure Samantha works exactly how your office needs her to.

Q: Is there a contract?
A: No long-term contracts. Monthly billing. Cancel anytime with 30 days notice.

Q: What if our caseload changes?
A: You can scale up or down anytime. If you exceed your plan capacity, we simply adjust and pro-rate the difference.

Q: Can I upgrade later if I need more capacity?
A: Absolutely. We offer plans up to 250 cases. Just let us know when you’re ready to scale.

Q: What kind of cases does Samantha work with?
A: Samantha was built specifically for personal injury and workers’ compensation cases, but she can coordinate any case where consistent client follow-up improves outcomes.

Stop Losing Settlement Value to Preventable Treatment Gaps

Your clients need consistent support and guidance throughout their case. Your staff needs relief from endless follow-up calls. Your firm needs better case outcomes.

Samantha delivers all three.

Schedule Your Demo Now and claim your free month of FileDrive.

See what happens when every client gets the coordination they need – without adding a single hour to your staff’s workload.

Related Resources

Learn more about the client coordination challenges Samantha solves:

FileDrive Legal
AI-Powered Case Coordination for Personal Injury & Workers’ Compensation Firms
Colorado Springs, CO | (719) 850-5392
Schedule Demo | View Full Pricing

Meet Samantha: Your Firm’s AI Case Coordinator (Plus Get Your First Month Free)